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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-14 |
Branch Locations
325 W Main St Ste 2102, Louisville, KY 40202-4282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Louisville | KY | 08/2016 | 01/2019 |
| Securities America, Inc. | Louisville | KY | 01/2019 | 06/2024 |
| Securities America Advisors, Inc. | Louisville | KY | 08/2019 | 06/2024 |
| Osaic Wealth, Inc. | Louisville | KY | 06/2024 | Present |
| Osaic Wealth, Inc. | Louisville | KY | 06/2024 | 02/2025 |
| Osaic Wealth, Inc. | Louisville | KY | 02/2025 | Present |
1. DBA - MainStreet Wealth Management, LLC 2. MAINSTREET WEALTH MANAGEMENT POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/13/2020 ADDRESS: 325 W. Main Street, Suite 2102, Louisville KY 40202, United States DESCRIPTION: This OBA is mainly for variable annuities which I often pair with advisory or other commissionable investments. Occasionally I might recommend and get life insurance quotes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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